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Associate Financial Advisor — Client Planner; Series
Job in
State College, Centre County, Pennsylvania, 16801, USA
Listed on 2026-01-11
Listing for:
Bill Good Marketing
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm is seeking an Associate Advisor to manage relationships and provide financial planning for clients, primarily retirees. Ideal candidates are licensed with a Series 65 and have 3–5 years of experience in financial services. You will support a team-driven environment focused on meaningful client interactions. This position offers a competitive salary, a health insurance stipend, and generous PTO.
Experience with CRMs and clear communication skills are essential. Join us to help clients navigate their financial lives confidently.
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Position Requirements
10+ Years
work experience
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